What MarketplaceBot does
1. Daily Marketplace Ops Alerts — 8:10am every weekday
Scans live Pipedrive marketplace deals across sales, deliveries and finance pipelines. Finds open deals with no next activity and deals with expired activities. Compares today vs. yesterday. Emails leadership group with counts, net change, and team breakdown.
Concrete result (recent date): 450 open deals scanned → 74 activity exceptions (45 expired, 29 with no next activity). Report sent to the relevant department leads, team managers, and the CEO.
2. Marketplace email monitoring — every 10 minutes
Checks the marketplace operations inbox for verified @the-business-domain sender emails. Auto-replies when addressed. Skip automated/calendar/broadcast messages. If operational change requested → requires Alborz approval.
3. Ad hoc Pipedrive analysis
YouTube leads report: 50 deals analysed (31 lost, 14 open, 5 won) — CSV delivered same day. Lead-to-deal conversion analysis, and dealer newsletter dashboard — all delivered on request.
4. Inbox Command Centre and learning reports
Ingests email data into local SQLite. Classifies by category, urgency, sender domain. Daily learning report at 5pm Brisbane time when new learnings exist.
Before vs. after: Daily ops alerts
| Before | After |
|---|---|
| Manager manually opens Pipedrive, filters pipelines, hunts for gaps | Automated 8:10am scan delivers exception list before daily stand-ups |
| Day-over-day progress invisible | Today vs. yesterday comparison shows improvement or worsening |
| Follow-up gaps discovered when customers or dealers escalated | Gaps surfaced automatically, team sees what's new, what cleared, who owns it |
Connected systems
| System | Access | Use |
|---|---|---|
| Pipedrive | Read-only (default) | Deal scans, activity checks, reports, dashboards |
| Gmail | Read/send | Marketplace mailbox monitoring, auto-replies, reports |
| macOS Keychain | Read | Secure credential storage |
| Local SQLite | Read/write | Email learning DB, processed-message tracking |
| Telegram | Read/write | Approvals, status updates, escalation |
Governance
- Alborz Fallah: Primary operator, approval authority, controls bot settings and rules.
- the CEO: Authorised for operational instructions. Cannot change bot settings or approval rules.
- No Pipedrive writes: Read-only by default. Record changes require Alborz approval.
- Verified senders only: Auto-replies limited to @the-business-domain senders. External senders require checking.
- Concrete results: Every report request returns data + evidence, not "I'll look into it."